Mohit Jangir
@Investor_Mohit
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23 | In the process of learning | Investor | Building I SEBI Registered RA : INH000012351
Jaipur, India 🇮🇳
Joined April 2017
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Investing Hut 🤝 Equity4Life
EQUITY4LIFE IH ANALYTICS PVT LTD
SEBI RA : INH000012351
We are very glad to inform you that we've obtained Research Analyst certificate from SEBI for our firm.
With this strategic partnership, we would be sharing our extensive research to make your
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How to select stocks for your long term portfolio :
A Thread 🧵⤵️
(i) Selecting the sectors
(ii) Selecting the companies
(iii) How to review and decide
(iv) Perfect time to exit/pyramiding
Do Like and Share to help us educate maximum investors.
(1/n)
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What's happening in Paras Defence ?
IPO price was 175₹ and it's trading at 1198₹ now.
FY-21 PAT was at 16 Cr, no growth in last 3 years.
RoE in single digits
P/E at 288x, P/B at 20x
Insane valuations, Protect your capital by staying away from them.
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I'll be sharing my views for the first time on National TV.
You can watch me live on Tomorrow, 1 PM on ET Now.
Really excited as well as nervous at the same time. :)))))
Thanks for your support as always 😊
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Even after helping selflessly for more than 2 years,
Very few notice the stocks which performed
And
Many are ready to troll even on a 5-10% decline.
This is harsh reality !
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Investing in equities is the best way to beat inflation !!
Buy right, sit tight 🙌
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Market Cap : (Boro Renew)
Current - 10,272 Cr
1 year back - 3,050 Cr
2 years back - 450 Cr
Single day addition - 1300+ Cr
Congrats to all the investors and don't forget to manage your risk. 🙌
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How many of you are interested for this webinar :
Topic - Analysis about :
(i) Top 10 companies which can beat the index in coming 3-5 years.
(ii) Allocation and exit plans.
@Investing_Hut
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I'll be sharing my notes on a potential growth story (impacted by COVID) on Sunday 😊
Note : Not a Pharma sector company
Let's see how many of you are interested ! Like & RT if you want to know 🙏😀
#Investment
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#ITC
is a company which has :
~ Operating Profit Margins of 38%
~ CAGR of 10% in Sales & Profit in last 10 years
~ Dividend payout of 60-70%+
~ Debt-Free + Cash of 7.2k Cr.
~ RoCE or 32%+, Trading at 15 P/E
What else do you need in a company ?
#Investment
:)
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Good companies look BORING initially but when they takeoff they look like BOEING !!
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Diwali pick - Invest in yourself.
If you can survive in the markets for next 10-15 years by learning from your mistakes :
You will be a successful person !!
Market will stay there after 10 years also, So :
Learnings > Quick profits !!
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Paytm is a company which :
- Can't compete with Google and Amazon
- Won't generate any cash / profits (may be in its lifetime)
Still it is India's biggest ever IPO and have already been subscribed by 48% (Overall).
This is what can be defined as a "Bubble" 👁🗨
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Congrats to all the shareholders of Borosil Renew as :
Market Cap > 1 Bn USD
What a wealth creator it has been !!
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"Rome was not built in a day but Hiroshima and Nagasaki were destroyed in a day."
It takes years to build a strong portfolio and a foolish decision can destroy it.
Soch kar, Samajh kar, Invest Kar !! 🌅
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Doctor, Investor and a great human being 😊
Mumbai trip is incomplete without meeting
@drprashantmish6
Sir 🤝
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Big +ve for domestic solar cell manufacturers :
Premier Energies & Websol (listed)
Waaree, Jupiter & Renewsys (Unlisted)
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Few companies which I feel, may grow their revenues at 15-18% CAGR in next 3-5 years :
- Apcotex Industries
- Borosil Twins
- Jubilant Ingrevia
- Neuland Lab
- SRL / MBL
Time in the market (SIP) > Timing the market !!
D - No reco, shared just for educational purpose !!
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Stocks which are under-owned but worth researching :
- India Glycols
- Alembic Pharma
- Valiant Organics
- Shree Digvijaya
- Tata Steel Long
#Investing
:)
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How to select stocks in a falling market for long term investments :
A Thread 🧵⤵️
(i) Cyclical / Non-Cyclical Business
(ii) Efficiency parameters
(iii) Valuation Ratios
(iv) Management / CG
Do Like and Share to help us educate maximum investors.
(1/n)
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We will start sharing our analysis through Youtube videos.
Channel - Investing Hut
Very excited and at the same time very nervous too.
We will need your support to educate Investors community.
Opinion : Which topic/stock should be covered in first video ?
#TeamIH
:)
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Fun Fact :
ITC recommended 5₹ dividend which is more than the dividend of 3₹ given by MRF. 😅
#JustSaying
:)
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Have increased my allocation in :
- Borosil Limited
- La Opala RG
- Neuland Lab
- Medicamen Bio
Currently in my watchlist : (having tracking qty)
- SJS Ent
- Hariom Pipes
- DMCC
Waiting for further dip in :
- Boro Renew
- Mirza Int
- Shivalik Rasayan
D - No reco.
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Past 1 year was very special for me.
I made many good friends on twitter and some of them became best friends with time.
Learnt a lot about markets from experts like
@drprashantmish6
@unseenvalue
@soicfinance
@arpit97
and many more.
Finally turned 20 today. 😊
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#SmallCap
Companies which you can study :
(i)
#Digvijaya
Cement (Enhanced their clinker capacity in last quarter).
(ii)
#Daawat
(Demand of rice is too high ; Food shortage in China too).
(iii)
#Borosil
Limited (Q3 is expected to be good due to festive demand).
#Markets
:)
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Repeating the message once again :
We are going to witness a massive , a very massive
#Bull
run in next 4 years.
In between we might see 1/2 good corrections as well which will be temporary
I have given you too many stocks, Select your pick for long term!
#Investment
:)
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You will hear lots of stories in a bull market ; you may end up buying some of them.
But it's important to understand how long will it take for the company to execute them.
Understand the business, review then decide.
#Investing
:)
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Whenever you are confused while selecting stocks from any specific sector, just go with Top-2 companies in that sector.
This formula has worked for me in many cases. Examples :
- Tableware - La Opala RG, Borosil Limited
- Diagnostic - LalPath Labs, Metropolis
#Investing
:)
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Had a great meeting with Rishi ji and Ashok Sir ; Learnt a lot. 🙂
Looking forward to learn more in future 😊
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My Uncle passed away due to sudden cardiac arrest.
Will not be active for few days.
Om Shanti ! 🙏
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Smallcap companies which can be tracked :
(i) Greaves Cotton : EV scooter brand "Ampere" is growing rapidly. Break-out above 155 on weekly charts.
(ii) Kingfa Science : Capex at chakan near to completion, huge capacities + operating leverage yet to play out !
#Investing
:)
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Our first start-up investment : Rare Planet (in Jan 2022)
From sales of 1 Cr per month (when we invested) to 4 Cr now !!
- How luck plays a key role
- Journey so far
A thread on it 🧵- I hope you all will find it useful
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Reliance is officially entering into solar manufacturing !!! ☀️😁
Reliance is entering into Hydrogen !!! ☀️😁
Reliance to build electrolyzers giga factory. 😁😁😁
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I used to be very happy in every 10% up move on my investments 3-4 years back.
Now there is no reaction on 50-100% too because as long as they are having growth triggers and management is allocating capital smartly, I don't have fear of market volatility.
Just an opinion 🙏
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You can never know the end of any panic selling.
So accumulating quality stocks on declines is really important.
Sectors which will grow big in next 4-5 years :
- Renewable Energy
- Product based IT businesses
- Online gaming /eSports
#Investing
:)
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Two sectors which might witness huge growth in coming years :
Healthcare Sector
Pharma + Medical devices ; CROs and CDMOs might be the biggest beneficiaries.
Non Fossil Fuels/Energy
Alternative sources to Coal & Crude to generate electricity & fuel.
#Investing
:)
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Great leaders always recognise their real assets !!
An act which can't be described in words. 👏👏👏
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We were at Renewable Energy India Expo on Friday & Saturday.
Key Takeaways :
- Demand for solar panels remain robust with capacities being expanded aggressively
- Almost every panel manufacturer is running towards gigawatt scale and competition will be very intense.
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Noticed just now. Thanks for 45k Followers. 🙌
Increase in this count = more responsibility.
I'll always try to add some value to your research via my tweets.
Happy Investing !! 😊
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#OpinionPoll
:
Which is the best company in your portfolio which can grow at 20% CAGR for next 5 years ?
#Investing
:)
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It takes 5+ Years to become an engineer , 10+ Years to become a doctor after your schooling !
Just Practice the Market for 2+ Years without trading & learn it , you will see a lot of difference between you and normal traders !
#JustSaying
#PatiencePays
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If your focus is on long term wealth creation then keep a close watch on decadal megatrends.
2 sectors which I like the most
- Retail (consumption will grow manifolds)
- Solar (panel + component manufacturing)
2nd one is my favorite as there is long runway for growth.
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I have utmost respect for everyone on Twitter who provide their honest opinions on stocks.
But making jokes about anyone on the basis of a single event (which no one can predict) won't make you a great person.
Think Long Term, it's not about QoQ everytime.
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Super-Duper Numbers from Borosil Renewables !!!
Excellent OCF ; Q-4 EPS at 5.15 INR.
FY-21 EPS at 7.56 INR. ; Net debt-free company now.
What more do you want from a company !!!
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Zim Laboratories : (CMP - 91 ; Market Cap - 450 Cr)
A very under-researched but very impressive Small Cap Pharma Company
R&D spend : 26Cr (FY23) ; 84 Cr in last 4 years
PAT : 24 Cr (FY23) ; 49 Cr in last 4 years (cumulative)
🧵A Thread 🧵
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Few companies which are under-rated by markets but can command higher valuations :
- NGL Fine-Chem
- Sandur Manganese
- Valiant Organics
- Shree Digvijay Cement
- Filatex India
Just for educational purpose, Please study about these companies before taking any decision.
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Small-Cap stocks attracting Fund Managers in June
(Source - Rupeevest)
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Always be prepared for 20-40% corrections in the stocks you buy.
Believe in owning the businesses rather than marrying with the numbers.
There is a very big difference in speculation and long term investing !!
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We often talk about companies like Pidilite, Nestle and Asian Paints.
Colgate-Palmolive (India) is quite an under-rated company.
Return Ratios : RoCE of 95.2% , RoE of 75.0%
Valuations : 44x P/E ; 9x P/S
It is an excellent stock for doing SIPs.
@connectgurmeet
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#OpinionPoll
:
Which is the best stock to buy and hold for next 3-5 years in your opinion ?
What will be the reason behind your selection :)
Will retweet some of the best comments 🙂
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2011 - Aviation Crisis
2012 - GDP Growth @ 10Y Low
2013 - INR Down
2014 - UPA Loses
2015 - Devaluation of Chinese Yuan
2016 - DeMon
2017 - Doklam Issue
2018 - IL&FS Crisis
2019 - DHFL Crisis
2020 - Covid-19
2021 - Wave-2
2011 Sensex - 15,454
2021 Sensex - 60,333
Stay Invested!
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Case Study : (Rico Auto)
at 42-44 INR - the stock was trading below the book value (P/B < 1)
Management guidance was 25% growth in revenues and improvement in margins.
There was ample of value so was the margin of safety & growth triggers too.
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“Selling your winners and holding your losers is like cutting the flowers and watering the weeds.”
– Peter Lynch.
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Major Sandeep Unnikrishnan 🇮🇳🇮🇳🇮🇳🇮🇳🇮🇳
The real heroes because of whom we are living our life peacefully !!!
A Salute to all such unsung heroes 🇮🇳🇮🇳🇮🇳
"Major" - a biopic on Major Sandeep is a must watch for everyone!!
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Just a suggestion :
Don't buy shares of SW Solar just because RIL is acquiring it.
Understand the business and risks involved !!
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Well done
@Borosil
team 🙌
Speaks a lot about the working culture, happy to be an investor in such a company. 👏
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21 years 'old' now
Thanks for the wishes everyone. 😊
Really grateful to have such wonderful friends and followers through twitter. 💗
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Half-Century !!
Can't thank enough for the continuous support of you all.
I remember having not even 4k followers 1 year back ; Just keep working hard and your work will speak for you !!
Thank you to
@drprashantmish6
Sir ; I couldn't have reached here without his support !!😊
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Few sectors which can grow at 15-20% CAGR for next 5-6 Years :
- CDMO / Biotechnology sector
- EV : 2W and 3W
- Clean Energy Sources - Hydrogen / Solar
Study the businesses which can benefit from growth in these sector.
Buy -> Review -> Hold / Sell !!
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Few Metal Sector Companies that can be studied :
~ Kalyani Steels (High RoCE, Debt Free)
~ Graphite India (Risky but beneficiary of China Issue)
~ Tata Metaliks (Good Valuation Ratios, Low Market Cap)
~ Tinplate (Debt-Free, 75% with Promoters, Growing)
#Investment
:)
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The biggest learning from recent past :
Never ever invest in excitement !!
Always follow your plan, research & act accordingly.
#Investing
🙌
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Why do I say that there is no limit of profits in long term Investing :
My Papa was holding :
~
#ShreeCement
(800 Shares @ 10₹)
~
#Lupin
(5k+ Shares @ 6-7₹) without adjusting split and bonus
And many more ...
Sold early and missed big returns !
#Patience
is the key🎯
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#NiftyAuto
Sector looks very Bullish on charts & recent data is also suggesting some bullishness !
Few Stocks you should keep on radar :
(i) Maruti Suzuki (Sector Leader)
(ii) Subros Limited (Unique Business)
(iii) PPAP Auto (Technically Bullish)
Comment your stocks :)
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Household appliances revenues :
China - 61.5 Billion US$
USA - 21.36 Billion US$
Germany - 4.48 Billion US$
While, India - 1.53 Billion US$
India is at 13th position being 2nd most populated country.
This is what you can consider as an
#opportunity
.
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#Diwali
Strategy :
- Book your gains at the time when everyone is ready to buy at any price.
- If you are an investor, don't see your holdings for 5-6 Years (check company's performance only).
- Beginners who joined markets in 2020 should read this 🙏
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Vaccines of Serum Institue of India and Bharat Biotech are granted permission for restricted use in emergency situation: DCGI
Really proud of Indian pharma industry !!! 🇮🇳🇮🇳🇮🇳
Long way to go .. :)
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While investing your money for long term :
- Don't expect returns on daily or monthly basis.
- Your focus should be on quality rather than quantity.
- Focus on CAGR returns on yearly basis and not on monthly or quarterly basis.
- SIP is a powerful word.
#Investing
:)
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Few books you should read before investing in Share Markets :
- "Rich Dad Poor Dad" by Robet Kiyosaki.
- "The Intelligent Investor" by Benjamin Graham.
- "Beating the Street" by Peter Lynch.
- "Think and Grow Rich" by Napolean Hill.
#Investing
:)
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These are 5 companies which can grow in next 5+ years : (not a buy recommendation)
(i) Neuland Lab :
- Unit-III yet to contribute ; can increase revenues by 300-400+ Cr.
- Peptides : Early mover advantage ; should contribute in coming years.
#Opinion
Poll :
Which are your top-5 high conviction ideas which can do well in next 5+ years ?
Please share the rationale for investing in those companies.
Let's share, learn and grow. 😊
#Investing
:)
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As there are many investors who keep on asking about Borosil Renewables ☀️
Let's revise my investment thesis 💹 in this company
What can be the near term headwinds 👎
Do share the thread if you find it worthy :)
So let's begin : 🧵
(1/n)
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Met one the most polite and humble Investor -
@connectgurmeet
Sir
A perfect combination of experience and simplicity, it was really an insightful meeting. 😊
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Let's discuss about Green Hydrogen and how it can transform the Oil & Gas Industry completely.
Bonus - Proxy Plays, Stocks related to this theme
Set a reminder for my upcoming Space!
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Some Interesting Contract Manufacturing companies you should study :
(i) Hindustan Foods (FMCG)
(ii) Suven Pharma (Pharma)
(iii) Dixon Technologies (Electronics)
(iv) ITC (Contract Farming)
(v) Associated Alcohol (Liquor)
#Investment
:)
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Do you know :
As per estimates, cement is the second most consumed
product after water.
Cement Consumption in India is around 235 KG Per Capita Against Global Average of 520 KG Per Capita.
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Tata Group is going big in Clean Energy and e-Mobility.
Tata Motors is going to introduce 10 New battery electric vehicles by 2025.
Tata Power won't add any capacity in coal-based plants.
Tata Power Solar is having ambitious goals for their roof-top segment.
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There are so many investors who ask which sector or stock should we study for longer term !!
The sector I find most avoided and which has huge runaway of growth available is :
" Clean Energy Sector "
It will include :
- Solar/Wind Power
- Nuclear Power
- Green Hydrogen !!
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Harsh truth :
People don't respect you if you work silently.
but that should not stop you from following your process.
Your success should make the noise, just work hard !!
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Optimists are saying Sensex will achieve 2,00,000.
Pessimists are concerned about growth, bubble and inflation.
Humble opinion : Hold great businesses in their bad times, they will reward you in their good times.
Ex. - Just compare 3-5 years returns of GMM/Alkyl with Nifty.
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#Textile
Sector Analysis :
~ Covered various concepts including Growth triggers & Government Policies
~ Conclusion and Which companies are my favourite
I hope you all will like it, Do Share & Drop a Like 😇
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Borosil Limited : 🧵
• Sales of Larah grew by more than 4 times in 5 years !
• Trading at an EV/EBITDA of 34 times (TTM Basis)
• Expected EBITDA for FY-22 : 120+ Cr. ; lesser than 15x EV/EBITDA.
• 7-Years CAGR in Revenues : 25% while in Operating Profits : 32%.
(1/n)
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A Pharma company which has recently completed its expansion plans and the growth potential is still "unseen" !!
Market Capitalisation below 1000 Cr. INR !!
Management is having very solid plans to grow the company by investing cash flows into high growth businesses !!
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Have a look at
#Neuland
Lab.
Gross Block Value :
FY17 : 485 Cr. , FY-20 : 744 Cr.
Revenues :
FY17 : 579 Cr. , FY-20 : 763 Cr.
Average asset turnover ratio in Pharma companies is twice the gross block.
Next 2-3+ years can be wonderful for the company. :)
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This is not the first time we are seeing a bull market and this will not be the last time too.
So just be patient and hold quality companies over a longer time frame.
There are corrections but quality companies know how to stay in the business, compete and grow !
#Investing
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People are loosing interest in Markets now.
This signifies that one big move will come from here.
Let's see. :)
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